Brad Gerstner reveals SpaceX is building out 25% of all new compute in America next year “It was an extraordinary earnings call. I think the biggest debate in the market today is, do we have enough capital? Do we have enough manpower to build out the data centers across the United States?” “So think about the magnitude of what [Elon] announced last night. He said they're standing up 200,000 GB300s per month. Just a few months ago, that was what he was doing in a year. He says he's going to do that every single month.” “By the end of the year, three gigawatts. He says they're going to stand up 10 gigawatts of compute next year. It's unheard of.” “The forecast for next year, total compute being stood up in the United States, is 43 gigawatts. So SpaceX alone is going to put up 25% of the total gigawatts going up in the United States.” “That's like $400 billion that's going to have to be raised to pay out that compute infrastructure. But it makes very clear, Elon understands we're at the brink of the singularity, we’re entering Super Intelligence.”